Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Proper estate planning is a critical step to avoid legal disputes or financial questions following one’s death. Understanding all the options and requirements of estate planning can be difficult. Thus, it’s important for you to talk to an expert in estate planning, like Rivero, Gordimer & Company.

Want to talk to Rivero, Gordimer & Company about estate planning?

Why Us?

RG & Co is committed to maintaining a direct, personal, and confidential relationship with you as our client. From routine bookkeeping solutions to major financial decisions, we work closely with you and your staff to give you the services and information you need, when you need it.